Panoramic Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Panoramic Investment Advisors’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Sell	1,149 -72	-6%	-$20K	0.16%	98
2026 Q1	$333K	Buy	1,221 +4	+0.3%	+$1.14K	0.18%	93
2025 Q4	$350K	Buy	1,217 +7	+0.6%	+$1.96K	0.19%	86
2025 Q3	$314K	Sell	1,210 -40	-3%	-$10K	0.18%	88
2025 Q2	$311K	Sell	1,250 -131	-9%	-$32.4K	0.19%	90
2025 Q1	$365K	Buy	1,381 +5	+0.4%	+$1.33K	0.25%	79
2024 Q4	$349K	Sell	1,376 -30	-2%	-$8.08K	0.23%	78
2024 Q3	$397K	Buy	+1,406	New	+$391K	0.27%	79
2024 Q1	$379K	Buy	1,401 +69	+5%	+$18.1K	0.28%	73
2023 Q4	$334K	Buy	1,332 +10	+0.8%	+$2.37K	0.29%	69
2023 Q3	$311K	Buy	+1,322	New	+$322K	0.29%	71
2022 Q4	$347K	Buy	+1,400	New	+$339K	0.36%	62

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Panoramic Investment Advisors's VHT Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 5.9% in Q2 2026, selling an estimated $20K and leaving 1,149 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #98.

Panoramic Investment Advisors first reported a position in VHT in Q4 2022 and has held it in 12 quarters since. The position peaked at $397K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Panoramic Investment Advisors held 1,149 shares of Vanguard Health Care ETF worth $344K as of Q2 2026.
Panoramic Investment Advisors sold 72 Vanguard Health Care ETF shares in Q2 2026, an estimated $20K.
Vanguard Health Care ETF made up 0.16% of Panoramic Investment Advisors's portfolio in Q2 2026, its #98 holding.
Panoramic Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's Vanguard Health Care ETF position peaked at $397K in Q3 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.